When the industry’s too busy chasing trends, Zoe Financial’s building a damn cathedral. No gimmicks, no fluff, just a digital wealth platform actually engineered for the independent financial advisors who don’t want to be part of a platform, they want to be the platform.
Yesterday, Zoe Financial announced a $29.6M Series B led by Sageview Capital. That number’s not just funding, it’s validation. Validation from the partners behind CAPTRUST, Creative Planning, Mariner Wealth Advisors, Perigon Wealth Management, LLC, and Falcon Wealth Planning, Inc.. These aren’t just advisors, they’re juggernauts. And they’re not just investing, they’re betting on a model that actually works.
Shoutout to Founder & CEO Andres Garcia-Amaya, CFA, a former JP Morgan strategist who didn’t just leave Wall Street, he rebuilt the street. With an MBA from The Wharton School and a past life that includes Morgan Stanley and a Rolodex of heavy hitters, Andres didn’t “pivot to fintech,” he turned RIA enablement into a movement. And now, with Rajesh Gaur, CFA, Dillon Ferguson, CFP®, Jeffrey Neikrie, Alex Kemp, Alexandra Rodriguez Correales, Sergio Acosta, and Caroline Kolk steering the ship, Zoe isn’t just scaling, it’s surging.
Let’s talk facts. Zoe only certifies the top 5% of advisors. Not “good enough,” not “getting there,” elite. The platform combines lead gen, onboarding, investment management, and operations into one seamless SaaS flow. No paper cuts. No custodian chaos. Just end-to-end digital that scales with advisors, not against them.
This isn’t some robo-fantasy with recycled charts and wishful thinking. Zoe’s plugged into Apex Fintech Solutions, layering on direct indexing with Morningstar and MSCI Inc., backed by AES256 encryption, and SSL-certified with a compliance backbone grounded in NY State RIA regulations. This is wealth tech built like it belongs on a trading desk, not a pitch deck.
Since launch? $2.5B in AUM. Thousands of matches made. A model marketplace, fractional shares, white-labeled everything. This isn’t the future, it’s the infrastructure. For a market measured in trillions, Zoe isn’t playing in the margins, they’re rewriting the middle.
Big up to Sageview’s Sasank Chary for joining the board. And to all the LPs who saw the vision, stayed sharp, and put weight behind a platform that’s got both edge and integrity.
Let’s connect and keep the momentum going across the tech ecosystem. Whether you’re a founder shaping the future, a leader driving change, a VC backing bold ideas, or an investor spotting the next big thing—together, we’re pushing boundaries. Proud to be building the future with you.
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